+81.3%
RKT vs ENTG
+63.2%
+18.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.9% |
| 7D | -7.5% | +22.8% | -30.3% | -12.0% |
| 30D | +26.6% | -4.9% | +31.5% | +26.4% |
| 3M | -2.4% | -4.8% | +2.4% | -3.1% |
| 6M | -7.4% | +5.6% | -13.0% | -12.7% |
| YTD | -29.2% | +82.4% | -111.6% | -43.4% |
| 1Y | -23.5% | +82.9% | -106.4% | -39.1% |
| All | +81.3% | +63.2% | +18.1% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling